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执新规之笔绘业务新蓝图,广联达发布新清单全面护航计划
Sou Hu Cai Jing· 2025-10-16 06:44
为助力云南省造价企业及从业人员快速适应2024云南省过渡期实施规定的应用,昆明市建设工程造价协 会主办,广联达科技股份有限公司云南分公司承办的"解码新清单,洞见新价值——《建设工程工程量 清单计价标准(2024)云南省过渡期实施规定》应用大会",从业务解读到软件应用全方位赋能,帮助 造价从业人员实现计价体系无缝切换。大会覆盖全省700余家建设、施工、咨询企业,超五千位造价从 业者线上线下共同学习云南省过渡期实施规定的变化与应对。 "2024云南省过渡期实施规定"落地最后一公里 昆明市建设工程造价协会会长王让致辞提到,新版标准不仅是计算工程造价的技术标准,也是管控工程 造价的管理标准,对工程项目招标投标、施工过程造价控制、变更索赔、价款结算等一系列造价活动进 行规范,有利于引导企业项目管理模式升级。「建设单位」既要掌握市场真实数据,科学合理编制各类 造价文件,又要增强市场意识,在招标文件、施工合同中合理确定风险、变更、价格调整等条款,使工 程造价既算得准又控得住,让其真正承担造价管控的主体责任。引导「施工单位」尽快转变经营理念, 增强市场竞争意识和成本管控能力,使其注重提升技术能力、装备水平和现场管理能力,优化 ...
美方拟对关键软件出口管制,国产替代加速突围 | 投研报告
Core Viewpoint - The U.S. government, led by President Trump, announced a 100% tariff on all Chinese goods starting November 1, along with export controls on key software, which will accelerate the domestic software replacement process in China [2][3]. Group 1: U.S. Trade Measures - The U.S. will impose a 100% additional tariff on all Chinese imports and export controls on key software starting November 1 [2]. - The U.S. measures are seen as a strategic move to pressure China ahead of the APEC summit, with potential implications for negotiations [2][3]. Group 2: China's Response and Industry Impact - China's Ministry of Commerce has implemented export controls on various technologies, including chip production equipment and lithium batteries, which are crucial for modern industries [2][3]. - China is expected to dominate the rare earth industry by 2025, holding 49% of global reserves and 69% of production, making it a critical resource for the U.S. [2][3]. Group 3: Domestic Software Development - The export controls on key software will accelerate the domestic replacement process in China, particularly in the fields of EDA, CAD, CAE, MES, and PLM [3][4]. - The shift towards domestic software is seen as essential due to China's heavy reliance on imported industrial software [3][4]. Group 4: Industrial Digital Transformation - The announcement of using WPS format in government documents marks a significant milestone for domestic software, indicating a breakthrough in the software replacement strategy [4]. - "Lighthouse factories," which utilize advanced technologies for efficiency, are expected to be prioritized in national strategic development plans, driving demand for industrial software [4]. Group 5: Investment Opportunities - Companies in the EDA, industrial software, operating systems, databases, network security, and industry IT sectors are highlighted as potential investment opportunities due to the ongoing shift towards domestic solutions [4]. - Specific companies to watch include: - EDA: Huada Jiutian, Guangliwei, Gai Lun Electronics [4] - Industrial Software: Dingjie Zhizhi, Nengke Technology, Suochen Technology, Zhongwang Software, Zhongkong Technology [4] - Operating Systems: China Software, Ruantong Power, Runhe Software, Chengmai Technology [4] - Databases: Dameng Data, Taiji Co. [4] - Network Security: Deepin Technology, Qilin Security, Sanwei Security, Guotou Intelligent, Qimingxing Chen [4] - Industry IT: Keda Xunfei, Hehe Information, Hengsheng Electronics, Kingsoft Office, Foxit Software, Tuolisi, Tax Friend Shares, Caixun Shares, Dingdian Software, Jiuyuan Yinhai, Jiahe Meikang, Guanglian Da, Kingdee International, Yonyou Network, Fanwei Network, Yuxin Technology, Newland [4].
2025新型电力系统数智发展论坛举办 多方共探新型电力系统发展路径
Core Insights - The forum titled "2025 New Power System Intelligent Development Forum" was held in Chongli, Hebei, focusing on the theme of "Digital Power・AI Navigation" to promote the green and intelligent development of the power sector [1] Group 1: Digital Transformation in the Power Sector - Digital technology has become the core engine driving the evolution of the new power system, with significant achievements in green and low-carbon development [2] - The power industry has established multiple industry-level renewable energy scheduling and management platforms, achieving over 80% accuracy in daily renewable energy forecasting [2] - The total installed capacity of renewable energy in China has reached 1.68 billion kilowatts, with a consumption level exceeding 93% [2] Group 2: Regional Developments and Innovations - The installed capacity of renewable energy in the Hebei North region has surpassed 82 million kilowatts, with renewable energy accounting for over 58% of the total power generation in 2024 [3] - The "Yudian Big Model" developed by the Southern Power Grid has enabled refined operation planning for the grid, covering 60% of business operations and reducing emergency response time to under 1 second [3] Group 3: Challenges in Building a New Power System - The new power system faces challenges due to high proportions of renewable energy and power electronic devices, compounded by extreme weather events [4] - Issues such as inconsistent carbon accounting standards and fragmented emission source data hinder accurate carbon emission calculations [4][5] - Market reforms have introduced operational pressures, creating uncertainties in project revenues and complicating cost control [6] Group 4: Pathways for Development - Participants at the forum proposed a pathway driven by intelligent technology, emphasizing the need for technical breakthroughs and a comprehensive standard system [8] - The integration of meteorological data with energy data is crucial for enhancing disaster decision-making systems, transitioning from reactive to proactive energy production [8] - Collaborative efforts across sectors are essential for improving system resilience and fostering an open digital ecosystem [9]
预计25Q3剪刀差持续:计算机行业2025Q3业绩前瞻
Investment Rating - The report maintains a positive outlook for the computer industry, expecting a continued "scissor difference" in Q3 2025, indicating structural growth despite varying performance among companies [3][4][11]. Core Insights - The report predicts that 22% of the tracked companies will see net profit growth exceeding 50%, with notable performers including 深信服 (1528%), 卡莱特 (998%), and 新国都 (235%) [4][5]. - The report highlights a trend of cost reduction through layoffs and non-essential cost cuts, leading to improved efficiency and profitability across the industry [3][4]. - The report identifies key investment targets in various segments, including AIGC, digital economy leaders, and data innovation [3][4]. Summary by Sections Q3 2025 Performance Forecast - Among 54 tracked companies, 11 are expected to exceed 50% profit growth, while 9 will see growth between 30%-50% [4][5]. - 36% of companies are projected to have growth between 0%-30%, and 22% are expected to experience a decline [5][6]. Key Company Performances - 深信服 is projected to achieve a staggering 1528% profit growth, while 卡莱特 is expected to see 998% growth [4][5]. - Companies like 海康威视 and 金山办公 are expected to maintain stable growth rates of around 9% and 15%, respectively [8][10]. - 联想集团 is forecasted to face a significant decline of 99% in profit, indicating challenges in its operational strategy [6][10]. Investment Targets - The report categorizes investment targets into four segments: AIGC, digital economy leaders, data innovation, and AIGC computing power [3][4]. - Notable companies in the AIGC segment include 金山办公 and 道通科技, while 海光信息 and 软通动力 are highlighted in the data innovation category [3][4].
2025年《财富》可持续发展峰会精彩观点荟萃
财富FORTUNE· 2025-10-11 13:21
Core Insights - The 2025 Fortune Sustainable Development Summit was successfully held in Fuzhou, focusing on the theme "Intelligent Era, Intelligent Coexistence" and gathering nearly 200 global business leaders, policymakers, and academic experts to explore sustainable development paths empowered by technology [1] Group 1: Key Themes and Discussions - The summit featured 40 speakers from various sectors including AI, internet, manufacturing, new energy, finance, and health, discussing how smart technologies can accelerate growth while avoiding excessive environmental consumption [1] - Key topics included the social responsibilities of multinational companies in a fragmented geopolitical landscape and the protection of human creativity and development rights in an algorithm-driven era [1] Group 2: ESG Practices and Globalization - Companies are encouraged to ensure that suppliers meeting ESG standards will gain more orders and global opportunities, highlighting the competitive edge of Chinese suppliers in quality, cost, and delivery [6] - The urgency for green and low-carbon transformation in the chemical industry is emphasized, aligning with national dual carbon goals and the increasing demand for green materials from international brand clients [6] Group 3: Sustainable Consumption and Corporate Responsibility - The importance of circular economy practices is highlighted, where manufacturers must innovate in product design and lifecycle management, while consumers are also encouraged to participate in sustainable practices [30] - The wine industry is recognized as a participant in environmental practices, emphasizing the necessity of establishing a good ecological environment as a fundamental requirement [33] Group 4: Financial Instruments and ESG Integration - Green financial products like green bonds are seen as a driving force for companies to integrate international ESG concepts into their development, effectively addressing regulatory challenges and attracting international capital [41] - Companies are advised to balance production activities with ecological diversity protection, ensuring that sustainable financial tools align with their sustainability goals [45] Group 5: Technological Innovations in ESG - The application of cutting-edge technologies such as AI and big data is crucial for enhancing ESG management, transitioning from compliance to data-driven value creation [62] - Companies are encouraged to leverage technology to improve operational efficiency and sustainability, with a focus on accurate and transparent data for ESG disclosures [68]
广联达副总裁吉雅图:一体化数智平台+AI场景化赋能,破解新能源工程“增量不增利”困局
挑战即机遇,电力工程面临"收益不确定性"与"成本控制"双重压力 吉雅图指出,尽管"十五五"期间全社会用电量将持续增长,新能源装机占比已超45%,但以136号文为 代表的电力电价市场化的影响和冲击,项目在收益不确定性、运营复杂性,包括成本控制和技术创新的 压力和挑战陡然增加,倒逼企业重新审视项目全生命周期收益。 痛点聚焦:项目收益波动、并网限制、技术迭代加速、建设期质量安全风险叠加,导致"增量不增利"困 局。 转自:新华财经 9月24日,由中国电力企业联合会大数据与统计分会主办,广联达科技股份有限公司承办的"2025新型电 力系统数智发展论坛"平行论坛成功举办。论坛以"数字电力 AI启航"为主题,来自政府部门、电力企事 业单位、研究机构、高等院校、科技公司等单位的领导、专家及代表齐聚一堂,聚焦数智技术与新型电 力系统深度融合,共探能源绿色发展新路径,为助力"双碳"目标和能源电力高质量发展贡献智慧和力 量。 广联达副总裁吉雅图受邀以"前沿AI与数智技术在能源发电的创新应用"为主题进行演讲。广联达副总裁 吉雅图在平行论坛上指出,"一体化数智平台+AI场景化深耕" 正成为行业从"规模扩张"转向"价值创 造"的关键引擎 ...
打造智能建造新范式,系统性项目交付模式落地延庆
Xin Jing Bao· 2025-09-30 05:35
根据规划,双方将分三阶段推进合作:首先是项目级示范:以广联达数字建筑产业基地为试点,打造首 批SPD标杆项目,验证模式可行性;其次是园区级推广:在延庆中关村科技园等区域实现SPD规模化应 用,形成产业集聚效应;最后是城区级复制:构建覆盖全域的智能建造体系,输出具备系统性、创新性 的"延庆方案",形成系统性、创新性产业生态。与此同时,延庆区将统筹资源,广联达提供技术支撑, 联合产业链企业组建"智能建造产业创新联盟",通过技术协同与业务联动,汇聚优质企业资源,加快形 成共生共赢的产业新生态。 新京报讯 据"多彩京郊"微信公众号消息,9月29日,北京市延庆区人民政府与广联达(002410)科技股 份有限公司签署战略合作协议,宣布以系统性项目交付模式(SPD)为核心,共同推进延庆智能建造产 业创新示范区建设。此次合作不仅标志着延庆区在探索"绿色低碳美丽城市"现代化发展路径中迈入数字 化、智能化新阶段,更为全国建筑产业智能化升级提供"延庆样板"。 ...
广联达涨2.01%,成交额1.55亿元,主力资金净流入533.10万元
Xin Lang Zheng Quan· 2025-09-30 02:28
Core Viewpoint - Guanglianda's stock price has shown a year-to-date increase of 22.38%, with recent fluctuations indicating a mixed performance in the short term [2]. Group 1: Stock Performance - On September 30, Guanglianda's stock rose by 2.01%, reaching a price of 14.21 CNY per share, with a trading volume of 1.55 billion CNY and a turnover rate of 0.69%, resulting in a total market capitalization of 234.74 billion CNY [1]. - Year-to-date, Guanglianda's stock has increased by 22.38%, with a 5-day increase of 5.81%, a 20-day decrease of 2.27%, and a 60-day increase of 7.33% [2]. Group 2: Financial Performance - For the first half of 2025, Guanglianda reported a revenue of 2.8 billion CNY, reflecting a year-on-year decrease of 5.37%, while the net profit attributable to shareholders was 237 million CNY, showing a year-on-year increase of 23.65% [3]. Group 3: Shareholder Information - As of August 31, Guanglianda had 101,300 shareholders, an increase of 4.15% from the previous period, with an average of 15,679 circulating shares per shareholder, a decrease of 3.98% [3]. - Since its A-share listing, Guanglianda has distributed a total of 3.69 billion CNY in dividends, with 836 million CNY distributed over the past three years [4]. Group 4: Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 192 million shares, a decrease of 38.02 million shares from the previous period [4]. - Southern CSI 500 ETF ranked as the eighth-largest circulating shareholder, increasing its holdings by 7.43 million shares to 24.52 million shares [4].
延庆政企携手打造智能建造新范式
Core Insights - Guanglian Technology Co., Ltd. has over 20 years of experience in the construction technology sector and is implementing a systematic project delivery model (SPD) to enhance project management through digital technology [1][2] - The SPD model aims to create a "digital twin" of construction projects, allowing for simulation and optimization from design to maintenance, thereby improving quality and reducing waste [1] - A strategic cooperation agreement was signed between the Yanqing District government and Guanglian Technology to develop an intelligent construction industry innovation demonstration zone, leveraging the SPD model [2] Group 1 - The SPD model will be tested through a project-level demonstration at Guanglian's digital construction industrial base, with plans to scale up in related technology parks in Yanqing [1][2] - The initiative aims to create a collaborative ecosystem by forming an "Intelligent Construction Industry Innovation Alliance" to integrate resources and accelerate the development of a new industrial ecology [2] - The project is expected to commence construction by the end of this year at the Guanglian digital construction industrial base, located near the Yanqing station of the Beijing-Zhangjiakou high-speed railway [1]
智通A股限售解禁一览|9月29日
智通财经网· 2025-09-29 01:04
Core Points - On September 29, a total of 25 listed companies had their restricted shares unlocked, with a total market value of approximately 24.818 billion yuan [1] Summary by Category Restricted Share Unlocking - The companies involved in the unlocking of restricted shares include: - Luzhou Laojiao (000568) with 102,700 shares from equity incentive restrictions - East China Pharmaceutical (000963) with 215,000 shares from equity incentive restrictions - Taiyuan Heavy Industry (600169) with 11.6502 million shares from equity incentive restrictions - Jinfat Technology (600143) with 7.406 million shares from equity incentive restrictions - Guotai Junan (601211) with 3.2495 million shares from equity incentive restrictions - Guanglian Da (002410) with 3.2334 million shares from equity incentive restrictions - Ningbo Port (601018) with 3.647 billion shares from A-share issuance to legal person allocation - Zhongjin Environment (300145) with 852,070 shares from equity incentive restrictions - Keli Ke (002782) with 768,000 shares from equity incentive restrictions - Yingjie Electric (300820) with 62,500 shares from equity incentive restrictions - Laobaixing (603883) with 868,400 shares from equity incentive restrictions - Zhaoxun Media (301102) with 218 million shares from extended lock-up period - Zhongjing Technology (003026) with 20,000 shares from equity incentive restrictions - Woge Optoelectronics (603773) with 14.8003 million shares from A-share issuance to original shareholders allocation - Hanrui Cobalt (300618) with 104,670 shares from equity incentive restrictions - Fujilai (301258) with 55.362 million shares from extended lock-up period - Wankai New Materials (301216) with 225 million shares from extended lock-up period - Weiteou (301319) with 29.8 million shares from pre-issue share restrictions - Guanshi Technology (605588) with 19,870 shares from equity incentive restrictions - Sanwang Communication (688618) with 13,500 shares - Xidi Micro (688173) with 771,800 shares - Rendu Biology (688193) with 8.4316 million shares - Jinchang Protein (688137) with 7.145 million shares - Jiao Cheng Ultrasound (688392) with 43.8612 million shares - Aike Saibo (688719) with 824,800 shares [1]